雲端運算

雲端運算出租伺服器、儲存空間和軟體，而不是販售硬體讓客戶在自家場所運行。它將科技支出從資本專案轉變為每月帳單，而託管這些服務的平台也已成為不可或缺的基礎設施。

64檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
1076	Think Investments San Francisco, California	US$8670萬	+US$667萬	3	15.99%	增持
1077	TEC Tiger Eye Capital Nashville, Tennessee	US$8656萬	+US$2112萬	4	21.09%	增持
1078	HP Hound Partners New York	US$8623萬	-US$3353萬	3	5.84%	減碼
1079	HoyleCohen San Diego, California	US$8619萬	-US$264萬	8	12.68%	減碼
1080	Claar Advisors New York	US$8599萬	-US$546萬	4	34.41%	減碼
1081	Beaumont Financial Advisors Needham, Massachusetts	US$8594萬	+US$332萬	9	8.21%	增持
1082	Stack Financial Management Whitefish, Montana	US$8593萬	+US$15.5萬	1	8.63%	增持
1083	ThornTree Capital Partners Boston, Massachusetts	US$8592萬	-US$813萬	3	12.18%	減碼
1084	KG Funds Management New York	US$8581萬	+US$2343萬	3	12.4%	增持
1085	Petrus Trust Company Dallas, Texas	US$8580萬	-US$14.9萬	3	8.94%	減碼
1086	Aravt Global New York	US$8578萬	+US$884萬	3	23.25%	增持
1087	BFM Blacksheep Fund Management Co. Dublin, Ireland	US$8577萬	-US$1751萬	2	27.49%	減碼
1088	Summit Global Investments Bountiful, Utah	US$8574萬	+US$121萬	5	8.86%	增持
1089	Strategy Capital Los Altos, California	US$8548萬	+US$945萬	1	12.18%	增持
1090	Harbor Investment Advisory Lutherville, Maryland	US$8540萬	-US$227萬	19	16.34%	減碼
1091	Meag Munich Ergo Munich, Germany	US$8533萬	-US$1028萬	6	15.84%	減碼
1092	APA American Portfolios Advisors Holbrook, New York	US$8527萬	+US$128萬	27	4.92%	增持
1093	IGYL I.G.Y. Ltd London, United Kingdom	US$8500萬	US$0	1	52.73%	維持不變
1094	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	US$8485萬	+US$129萬	5	26.34%	增持
1095	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	US$8468萬	+US$5,852	8	12.99%	增持
1096	SteelPeak Wealth Woodland Hills, California	US$8463萬	+US$990萬	8	9.08%	增持
1097	Carret Asset Management New York	US$8444萬	-US$67.4萬	8	12.77%	減碼
1098	Tikehau Investment Management Paris, France	US$8405萬	+US$2667萬	2	17.76%	增持
1099	PAM Private Asset Management San Diego, California	US$8377萬	+US$3.03萬	7	13.94%	增持
1100	Welch Group Birmingham, Alabama	US$8335萬	+US$31萬	6	7.28%	增持